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Name Holding Trade Value Shares
Change
Change in
Stake
PMA
701
Prudent Man Advisors
Illinois
$775K -$119K -559 -14%
GFS
702
GYL Financial Synergies
Connecticut
$769K +$12.8K +60 +2%
AWM
703
Altium Wealth Management
New York
$769K +$24K +113 +3%
KPWS
704
Kestra Private Wealth Services
Texas
$764K +$8.5K +40 +1%
SS
705
Simplicity Solutions
Minnesota
$764K +$357K +1,680 +102%
SAM
706
S.A. Mason
Michigan
$761K
Impax Asset Management Group
707
Impax Asset Management Group
United Kingdom
$758K -$148K -695 -17%
MAM
708
Meeder Asset Management
Ohio
$757K +$150K +707 +27%
FFM
709
Forum Financial Management
Illinois
$757K +$700K +3,295 New
FCI
710
Financial Counselors Inc
Kansas
$753K +$38K +179 +6%
JFGIW
711
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$752K -$278K -1,308 -29%
CIM
712
CIM Investment Management
Pennsylvania
$749K -$12.8K -60 -2%
PFC
713
Phocas Financial Corp
California
$745K
REMPR
714
Roof Eidam Maycock Peralta (REMP)
California
$743K
FNBOO
715
First National Bank of Omaha
Nebraska
$742K -$12.1K -57 -2%
WSTAM
716
Wilbanks Smith & Thomas Asset Management
Virginia
$742K +$15.1K +71 +2%
MYIA
717
Mount Yale Investment Advisors
Colorado
$742K +$44K +207 +7%
GWCM
718
Godshalk Welsh Capital Management
Pennsylvania
$740K +$13.8K +65 +2%
TMAM
719
Tokio Marine Asset Management
Japan
$726K
ESB
720
Essex Savings Bank
Connecticut
$726K +$8.93K +42 +1%
SIM
721
Sentry Investment Management
Wisconsin
$725K +$671K +3,159 New
BWM
722
BerganKDV Wealth Management
Minnesota
$721K +$65.5K +308 +11%
IIC
723
Ironwood Investment Counsel
Arizona
$717K -$638 -3 -0.1%
ANRIA
724
American National Registered Investment Advisor
Texas
$714K
SF
725
Summit Financial
New Jersey
$708K -$2.98K -14 -0.5%